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Fidelity MultiAsset Bal Inc W Inc Shares

Price: 102.90p|Change: 0.00 (0.19%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)66 GBP (16/04/2026)
Fund size (mil)87 GBP (16/04/2026)
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit

Top 10 holdings

Assets in top 10 holdings %52.30
Total number of equity holdings2
Total number of bond holdings8
Holdings 31/03/2026% of assets
iShares Global HY Corp Bd ETF USD Dist11.36
Fidelity Global Enhanced Income I Inc8.68
Fidelity Global Hybrids Bond Y-Dis-USD7.11
Fidelity Structured Cdt Inc I QInc GBP6.26
MS INVF Emerging Mkts Corp Debt SX6.10
Fidelity US Quality Income ETF Inc5.10
E-mini Utilities Select Sector Future June 263.95
Secretaria Do Tesouro Nacional 10%3.75